Overview of H.R. 2988 and Potential Implications for ERISA Fiduciaries
H.R. 2988 proposes changes to ERISA fiduciary standards affecting investment decision-making, service provider selection, proxy voting, and brokerage window disclosures.
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SECURE Act Passed--Ensuring Much Activity and Some Change
The SECURE Act, signed by President Trump, contains a potpourri of provisions encouraging plan formation, use of annuities and adoption of safe harbor designs.